Settings and activity

185 results found

1. Financial Package

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   David Weisz supported this idea  ·  Apr 19, 2024

2. Add Report Name, Number, and Details on Export

   8 votes

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   0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2024

3. Expiry required for re-occurring tasks

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

4. Employee Name

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2024

5. Fund Balance Check on Grant Posting

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   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2024

6. Fund Created Field - not a date stamp

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

7. Multiple note types on one note

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

8. Favorite Custom Reports

   45 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2024

9. Allow bulk updates via data imports (csv with unique IDs)

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 19, 2024

10. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

11. Recognize soft credits on donor profiles

    30 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

12. Change opportunities to the engagement tab

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

13. Link opportunity to a pledge

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

14. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

15. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

16. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

17. Yearly Tax Receipt Templates Download Word.Doc

    19 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

18. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024

19. online donations creating new profiles each time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    David Weisz supported this idea  ·  Apr 19, 2024

20. fund balance on fund history page

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 19, 2024